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Foundations Investment Advisors, LLC: FBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on FBND, newest first. How the timeline and the estimate are built.

Foundations Investment Advisors, LLC held 128,155 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,155 shares
    Change vs previous 13F +13,071 shares

    0.06% of the 13F portfolio, value $5,829,752.

    13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 115,084 shares
    Change vs previous 13F +80,140 shares

    0.07% of the 13F portfolio, value $5,250,121.

    13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,944 shares
    Change vs previous 13F +10,290 shares

    0.02% of the 13F portfolio, value $1,608,829.

    13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,654 shares
    Change vs previous 13F -296,429 shares

    0.02% of the 13F portfolio, value $1,139,987.

    13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 321,083 shares
    Change vs previous 13F +10,226 shares

    0.23% of the 13F portfolio, value $14,689,553.

    13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 310,857 shares
    Change vs previous 13F +31,862 shares

    0.26% of the 13F portfolio, value $14,190,623.

    13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 278,995 shares
    Change vs previous 13F +49,597 shares

    0.24% of the 13F portfolio, value $12,518,495.

    13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 229,398 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $10,722,055.

    13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).